Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-281,896
Closed -$3.75M – 1169
2023
Q4 		$3.75M Buy
281,896
+19,378
+7% +$230K ﹤0.01% 847
2023
Q3 		$3.2M Sell
262,518
-6,250
-2% -$86.4K ﹤0.01% 871
2023
Q2 		$3.76M Buy
268,768
+8,731
+3% +$124K ﹤0.01% 857
2023
Q1 		$3.88M Buy
260,037
+5,868
+2% +$88.5K ﹤0.01% 856
2022
Q4 		$3.68M Sell
254,169
-17,173
-6% -$249K ﹤0.01% 871
2022
Q3 		$4.08M Buy
271,342
+5,840
+2% +$98.6K ﹤0.01% 867
2022
Q2 		$4.63M Sell
265,502
-18,648
-7% -$329K ﹤0.01% 871
2022
Q1 		$4.98M Sell
284,150
-11,546
-4% -$203K ﹤0.01% 856
2021
Q4 		$5.57M Sell
295,696
-11,866
-4% -$219K ﹤0.01% 825
2021
Q3 		$5.42M Buy
307,562
+2,560
+0.8% +$47.3K ﹤0.01% 836
2021
Q2 		$5.63M Sell
305,002
-33,559
-10% -$624K ﹤0.01% 846
2021
Q1 		$5.98M Sell
338,561
-36,401
-10% -$646K ﹤0.01% 826
2020
Q4 		$6.67M Sell
374,962
-55,398
-13% -$992K ﹤0.01% 811
2020
Q3 		$7.71M Sell
430,360
-16,197
-4% -$289K 0.01% 786
2020
Q2 		$7.72M Buy
446,557
+45,058
+11% +$735K 0.01% 771
2020
Q1 		$5.5M Buy
401,499
+73,727
+22% +$1.36M ﹤0.01% 779
2019
Q4 		$6.13M Buy
327,772
+76,206
+30% +$1.4M ﹤0.01% 776
2019
Q3 		$4.46M Buy
251,566
+40,298
+19% +$700K ﹤0.01% 792
2019
Q2 		$3.69M Buy
211,268
+97,049
+85% +$1.77M ﹤0.01% 793
2019
Q1 		$2.15M Sell
114,219
-71,484
-38% -$1.27M ﹤0.01% 787
2018
Q4 		$2.97M Sell
185,703
-6,166
-3% -$103K ﹤0.01% 729
2018
Q3 		$3.23M Buy
191,869
+7,980
+4% +$132K ﹤0.01% 738
2018
Q2 		$2.93M Buy
183,889
+15,702
+9% +$237K ﹤0.01% 748
2018
Q1 		$2.62M Buy
168,187
+1,828
+1% +$28.7K ﹤0.01% 747
2017
Q4 		$2.99M Sell
166,359
-803
-0.5% -$14.4K ﹤0.01% 744
2017
Q3 		$2.96M Buy
167,162
+21,296
+15% +$393K ﹤0.01% 736
2017
Q2 		$2.94M Buy
145,866
+8,005
+6% +$163K ﹤0.01% 731
2017
Q1 		$2.74M Buy
137,861
+2,216
+2% +$42.3K ﹤0.01% 718
2016
Q4 		$2.57M Buy
135,645
+39,777
+41% +$754K ﹤0.01% 720
2016
Q3 		$2.06M Sell
95,868
-404
-0.4% -$8.54K ﹤0.01% 712
2016
Q2 		$2.02M Buy
96,272
+15,230
+19% +$292K ﹤0.01% 704
2016
Q1 		$1.51M Buy
81,042
+17,109
+27% +$295K ﹤0.01% 749
2015
Q4 		$1.08M Buy
63,933
+14,924
+30% +$238K ﹤0.01% 778
2015
Q3 		$740K Sell
49,009
-436
-0.9% -$6.7K ﹤0.01% 794
2015
Q2 		$749K Buy
49,445
+8,747
+21% +$145K ﹤0.01% 820
2015
Q1 		$717K Buy
40,698
+7,269
+22% +$123K ﹤0.01% 807
2014
Q4 		$550K Buy
33,429
+644
+2% +$9.83K ﹤0.01% 823
2014
Q3 		$450K Buy
32,785
+10,324
+46% +$148K ﹤0.01% 796
2014
Q2 		$323K Buy
22,461
+10,421
+87% +$142K ﹤0.01% 774
2014
Q1 		$168K Sell
12,040
-624
-5% -$8.11K ﹤0.01% 780
2013
Q4 		$158K Buy
+12,664
New +$156K ﹤0.01% 782

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group's DOC Position: Q1 2024 in Review

Sumitomo Mitsui Trust Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 281,896 shares — an estimated $3.75M sold.

Sumitomo Mitsui Trust Group first reported a position in DOC in Q4 2013 and held it in 41 quarters. The position peaked at $7.72M in Q2 2020. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Sumitomo Mitsui Trust Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 281,896 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $3.75M.
  • Sumitomo Mitsui Trust Group first reported a position in PHYSICIANS REALTY TRUST in Q4 2013 and held it in 41 quarters.
  • Sumitomo Mitsui Trust Group's PHYSICIANS REALTY TRUST position peaked at $7.72M in Q2 2020.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2024, filed 19 Apr 2024.